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Prestige Wealth Management Group LLC Top Holdings
As of  06/30/2022, below is a summary of the Prestige Wealth Management Group LLC top holdings by largest position size, as per the latest 13f filing made by Prestige Wealth Management Group LLC. In the Prestige Wealth Management Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Prestige Wealth Management Group LLC in that top holding, then the share count change between reporting periods, and finally the Prestige Wealth Management Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
WISDOMTREE TR 891,008 +26,313 $51,064
     DGRW891,008+26,313$51,064
J P MORGAN EXCHANGE TRADED F (JCPB) 475,538 -9,674 $22,845
     JCPB475,538-9,674$22,845
SSGA ACTIVE ETF TR (TOTL) 529,521 -26,697 $22,335
     TOTL529,521-26,697$22,335
WISDOMTREE TR 493,402 -4,140 $22,060
     AGGY493,402-4,140$22,060
APPLE INC 108,732 -967 $14,865
     AAPL108,732-967$14,865
VANGUARD INDEX FDS (VUG) 59,371 +2,091 $13,233
     VUG59,371+2,091$13,233
INVESCO ACTIVELY MANAGED ETF (GTO) 274,341 -14,729 $13,210
     GTO274,341-14,729$13,210
WISDOMTREE TR 247,802 +27,145 $12,472
     USFR247,802+27,145$12,472
COLGATE PALMOLIVE CO 153,465 +426 $12,298
     CL153,465+426$12,298
WISDOMTREE TR 184,097 +7,009 $10,880
     DLN184,097+7,009$10,880
SELECT SECTOR SPDR TR (XLV) 65,973 +2,263 $8,460
     XLV65,973+2,263$8,460
MICROSOFT CORP 29,795 -170 $7,652
     MSFT29,795-170$7,652
SELECT SECTOR SPDR TR (XLI) 87,134 +4,514 $7,610
     XLI87,134+4,514$7,610
SELECT SECTOR SPDR TR (XLF) 239,603 +17,113 $7,536
     XLF239,603+17,113$7,536
SPDR SER TR (MDYG) 99,663 +2,210 $6,075
     MDYG99,663+2,210$6,075
SELECT SECTOR SPDR TR (XLK) 45,612 +1,363 $5,798
     XLK45,612+1,363$5,798
INDEXIQ ACTIVE ETF TR (MMIT) 235,972 +3,744 $5,727
     MMIT235,972+3,744$5,727
JOHNSON & JOHNSON 30,963 +1,001 $5,496
     JNJ30,963+1,001$5,496
SPDR SER TR (MDYV) 77,042 +1,504 $4,661
     MDYV77,042+1,504$4,661
SELECT SECTOR SPDR TR (XLC) 75,827 +75,577 $4,115
     XLC75,827+75,577$4,115
FIRST TR EXCH TRADED FD III (FMB) 75,233 -7,750 $3,808
     FMB75,233-7,750$3,808
MERCK & CO INC 36,863 -2,099 $3,386
     MRK36,863-2,099$3,386
SPDR SER TR (SLYG) 43,270 +1,210 $3,051
     SLYG43,270+1,210$3,051
UNITEDHEALTH GROUP INC 5,297 +391 $2,721
     UNH5,297+391$2,721
ISHARES TR (IHI) 53,605 +2,504 $2,704
     IHI53,605+2,504$2,704
PROCTER AND GAMBLE CO 18,631 +1,076 $2,679
     PG18,631+1,076$2,679
AMAZON COM INC 24,671 +23,408 $2,620
     AMZN24,671+23,408$2,620
SPDR SER TR (SLYV) 35,602 +1,359 $2,578
     SLYV35,602+1,359$2,578
FIRST TR EXCHANGE TRADED FD (SKYY) 37,228 +8,272 $2,453
     SKYY37,228+8,272$2,453
EXXON MOBIL CORP 27,175 -1,784 $2,328
     XOM27,175-1,784$2,328
SCHWAB STRATEGIC TR 51,929 -1,883 $2,295
     SCHB51,929-1,883$2,295
AIM ETF PRODUCTS TRUST (AZBA) 87,318 +87,318 $2,210
     AZBA87,318+87,318$2,210
COCA COLA CO 33,038 +1,589 $2,092
     KO33,038+1,589$2,092
COSTCO WHSL CORP NEW 4,232 +164 $2,029
     COST4,232+164$2,029
BRISTOL MYERS SQUIBB CO 24,875 +521 $1,928
     BMY24,875+521$1,928
VISA INC 9,613 +27 $1,892
     V9,613+27$1,892
VANGUARD MUN BD FDS (VTEB) 34,085 +15,076 $1,702
     VTEB34,085+15,076$1,702
ALPHABET INC 776 UNCH $1,691
     GOOGL776UNCH$1,691
SCHWAB STRATEGIC TR 28,435 +4 $1,649
     SCHG28,435+4$1,649
PEPSICO INC 9,301 +676 $1,550
     PEP9,301+676$1,550
AUTOMATIC DATA PROCESSING IN 7,318 +150 $1,544
     ADP7,318+150$1,544
PIMCO ETF TR (MINT) 15,540 +755 $1,540
     MINT15,540+755$1,540
HOME DEPOT INC 5,581 +383 $1,530
     HD5,581+383$1,530
JPMORGAN CHASE & CO 12,378 +1,205 $1,394
     JPM12,378+1,205$1,394
PFIZER INC 25,809 -1,935 $1,353
     PFE25,809-1,935$1,353
WALMART INC 10,001 -391 $1,216
     WMT10,001-391$1,216
BERKSHIRE HATHAWAY INC DEL      $1,033
     BRK.B3,782+71$1,033
PUBLIC SVC ENTERPRISE GRP IN 15,410 UNCH $975
     PEG15,410UNCH$975
ABBOTT LABS 7,815 +262 $849
     ABT7,815+262$849
MCDONALDS CORP 3,376 +289 $833
     MCD3,376+289$833

See Full List: All Stocks Held By Prestige Wealth Management Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Prestige Wealth Management Group LLC

Size ($ in 1000's)
At 06/30/2022: $368,755
At 03/31/2022: $406,358

Prestige Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prestige Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings

Prestige Wealth Management Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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